Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $614 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
2,799,727
shares
|
$64.6 Million
11.85% of portfolio
|
Q3 2024
Added 86.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,988,149
shares
|
$45.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,630,992
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,275,035
shares
|
$29.4 Million
0.07% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,091,557
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,043,831
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
834,349
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
788,090
shares
|
$18.2 Million
10.3% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
752,429
shares
|
$17.4 Million
4.02% of portfolio
|
Q3 2024
Added 237.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
621,767
shares
|
$14.3 Million
3.95% of portfolio
|
Q3 2024
Added 60.04%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
559,136
shares
|
$12.9 Million
0.21% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
501,917
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
455,270
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
412,295
shares
|
$9.51 Million
0.12% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,103
shares
|
$9.3 Million
0.05% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
383,163
shares
|
$8.84 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
379,410
shares
|
$8.75 Million
3.3% of portfolio
|
Q3 2024
Added 68.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
374,551
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
341,962
shares
|
$7.89 Million
0.28% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
324,903
shares
|
$7.5 Million
0.22% of portfolio
|
Q3 2024
Added 81.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
309,897
shares
|
$7.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
277,019
shares
|
$6.39 Million
1.23% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
273,613
shares
|
$6.31 Million
1.15% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
267,508
shares
|
$6.17 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.39%
|